The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Sleep tight Paddy and thanks again for all you do for this Board!!
Alarm set for 6:15 tomorrow morning, time to make a cuppa before Shaun is due to give his take on the Havieron and Paterson progress.
Looking forward to it.
Good night all - Paddy
I get the clusters after a bad curry.
"Clusters"......my new favourite word! :-)
I've just watched this. I did like the bit about the Eastern Breccia - 'Are we dealing with another NW corridor?" . Obviously very early days but interesting that they are thinking this outloud.
Indeed Zoros. I just don't understand why 'LTHs' feel the need to make unsubstantiated claims when all the evidence is that GGP & NCM will come good by following due process. Do people have no patience for the value drivers mentioned in NCM's presentation to come good?
Normally those who make exaggerated claims are traders who are seeking to stimulate short term SP movements to assist their book.
Watched the video - very impressed. Noted though that the mineralisation at depth is getting narrower, he mentioned 200m, but the grades were improving. I have said many times we have a world class partner, not only in exploration, but in deep mining - I also hope there are more haverions floating around haverion! We will just have to be patient to find out.
Hydrogen - Truscan middle of last year - interesting, it looks quite portable and containerised so I'd be surprised if it did not turn up ready to work.
II's cannot buy - as far as I know II's could buy any amount of GGP shares they want to - nothing prevents them buying - except the price would go up as many PI's holding will not sell until they think the time is right - and everyone will have different objectives and targets. II's could have strict rules to follow which prevent they buying - many may not be allowed to buy until the have PFS or FS and decision to mine + finance in place. Some II's will specialise in getting in earlier than that - but will be the minority is my guess - but I am no expert in this.
My only worry is how sore my hands are getting by keeping sitting on them.
Notrader - atleast it's come down from 50Moz which was bandied around here about a month or two ago!
Z
Doggy "Could easily be bigger than we all imagined"
Don't think it can be bigger than Hydro's imagination. But I suppose he achieved his objective - people like ProfQ now quoting 30m oz as if it is a given.
For the novices, can someone explain what happens next. In my limited experience of AIM explorers so far (this year), great news always seems to result in an instant drop in SP as everyone and their bandwagon sells the news. How will this differ? When will this have an impact on the SP and how is it that the II's cannot buy in now and we can hoover up more shares as stated? Seriously overweight in this company and seen nothing but red for 6 months so VERY interested.
Love this quote from the presentation: "Are there more Havierons floating around Havieron?"
Wow wow wow wow wow
So chuffed the institutions can’t buy in now till a PFS is announced, means we can hoover up for a change! :D
It was always going to be PQ
O. Sorry - £1.32.
Q
30m oz makes Mickey's target of £1.44 not that far off feasible.
Using the Regis / Tropicana deal figures that'd value us at £1.33.
Such fun.
Q
I just watched from 6 minutes again. Unbelievable. I know some on here have said up to 30 million ounces and I go along with them, but when It’s spelt out in a presentation like that for heavens sake how lucky can we be??? I’ll never see another like this one in my lifetime and come to think of it, my kids might not either.
Bellers
I’ve never been so confident in my life
Could easily be bigger than we all imagined
Just watch the bleeding 27minutes and HAV a think to yourself!!
I'm intrigued now to see what format Shaun Day's presentation will take tomorrow morning (06:30 AM BST). I already mentioned earlier today that he has said, several times, that Newcrest Mining and Greatland Gold try to align their information releases on Havieron. With this latest information from FM, I'm hoping that SD won't simply use the Greatland Gold July Presentation. If he does, I sincerely hope that he will either have additional slides to add and/or expand on it more, taking into account FM's information today.
Doggy, took my words with that post. I’ve watched it twice because first time I couldn’t believe how he was spelling it out. Open at depth,onstrike, better grades the deeper they drill, Eastern zone looks good up to now. Hello institutions it ‘s freakin massive if you don’t move soon there’ll be no shares left to pickup.
I’ve just watched this and as a long term holder this is awesome.
I loved the bit when he said about the 3.4 moz mre and literally had to hold back laughing!!!
I take it those mms haven’t seen this 27 minute clip because it wouldn’t be 18p to buy if they had!!
Clearly havieron is absolutely massive,any ordinary layman can tell you this.
The share price will be knowhere this in a few months/years gotta be talking pounds!!
Firstly, I like the guy and his obvious knowledge over many years in the business. A very nice presentation.
IMHO, the following are a couple of important comments:
"Is there more Havieron's in the district?...The style of mineralisation at Havieron probably lends itself to clusters..."
In relation to DEPTH, a comment which, although not naming them, we all know that Gervaise Heddle and Callum Baxter, as I've said many times over the years, had the balls to drill deep at Havieron!
Also, "...But what is intriguing is that as we're getting deeper, we're actually seeing some significant grade"
GLA!
Outstanding take from Newcrest . This is gonna be in the £££s
Also normally 21day turn around for drill results from labs increased to 45 days, so good chance we get those 15 holes in August :)
Gla
Great so they have there own scanning equipment fir the drills samples at Hav so they can speed the drilling up. Come on newcrest who love theor partnership with ggp
Top man spades :)